FIRST FOUNDATION ADVISORS

Endowment

Position in GEV — GE Vernova Inc.

CIK 1086763 Irvine, CA

Position in GEV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,137,069

+$566,722 QoQ

Shares Held

1,819

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,276

of 3,397 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $5,658,044 across 5 Specialty Industrial Machinery names. GEV ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	1,819	$2,137,069
2	ROK	Rockwell Automation, Inc	2,861	$1,416,423
3	PH	Parker-Hannifin Corp	1,082	$1,058,325
4	EMR	Emerson Electric Co	3,933	$563,008
5	ETN	Eaton Corp plc	1,134	$483,219

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,137,069	1,819	+1.1%	Shares	Defined	2026-08-14
2026-03-31	$1,570,347	1,799	+25.5%	Shares	Defined	2026-05-04
2025-12-31	$937,218	1,434	+95.4%	Shares	Defined	2026-02-04
2025-09-30	$451,336	734	+0.1%	Shares	Sole	2025-11-17
2025-06-30	$387,866	733	-4.8%	Shares	Sole	2025-08-14
2024-06-30	$132,062	770	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.